Brewin Dolphin

Brewin Dolphin is one of the UK's largest independent private client investment managers. They have 41 offices across the UK and Channel Islands offering a wide range of financial services and have over £23 billion under management. Their success is founded on their long track record of helping private clients, trusts, charities and pension funds to create and preserve wealth.

Why Brewin Dolphin

Brewin Dolphin offers a complete investment management and financial planning service, tailored to meet the needs of investors and intermediaries alike. They are one of the UK’s largest independent private client investment managers and have stood the test of time. With the origins of the firm going back to the mid 18th century, they have a wealth of experience of dealing with the ups and downs of investment markets.

With no ties to any fund managers, banks or financial institutions they are free to search the whole of the marketplace to find the right solutions for their clients. Their advice is based on insight from their top-class in-house research team and guided by their clear and consistent investment process. The success of their approach has also won recognition in the industry, with their recent awards including ‘Best Discretionary Broker’ at the Shares Magazine Awards 2009.

Cheltenham office

Brewin Dolphin has had a presence in Cheltenham since 1985 when it traded under the name of Vivian Gray. The office then became part of Bell Lawrie White and changed its name to Brewin Dolphin upon the merger of the two companies in 1993.

Who will be attending this event from Brewin Dolphin?

Gareth Evans and Alex Wheeler from the Cheltenham office of Brewin Dolphin will be attending this event.

Gareth Evans

Assistant Director
Brewin Dolphin Cheltenham

Tel: 0845 213 1250
Email: gareth.evans@brewin.co.uk

Specialities: Investment Management

Biography

Gareth, who has a degree in accounting and finance, has worked within the industry for 7 years. Having joined us in 2006, he manages portfolios for individuals, charities, trusts and pensions on a discretionary and advisory basis. Gareth is a Chartered Member of the Chartered Institute for Securities & Investment after achieving a distinction in his Private Client Investment Advice and Management paper. 

Alex Wheeler

Divisional Director
Brewin Dolphin Cheltenham

Tel: 0845 213 2849
Email: alex.wheeler@brewin.co.uk

Specialities: Financial Planning

Biography

Alex is a member of the Chartered Insurance Institute and Personal Finance Society and holds both the Investment Management Certificate and Financial Diploma. He has worked in the financial services industry for over 15 years in holistic financial planning, although investment, retirement and estate planning advice are his specialist areas. Working closely with the stockbroking clients of Brewin Dolphin, he also acts for a number of professionals, high net worth individuals and their families throughout Cheltenham and the South West.

The value of investments can fall and you may get back less than you invested.

A member of the London Stock Exchange - authorised and regulated by the Financial Services Authority No 124444

Registered in England and Wales number 2135876 at 12 Smithfield Street, London EC1A 9BD VAT No. GB-690 8994 69